OPPS
Obsidian Personal Planning Solutions Portfolio holdings
AUM
$247M
This Quarter Return
-13.83%
1 Year Return
+11.75%
3 Year Return
+41.18%
5 Year Return
–
10 Year Return
–
AUM
$58.7M
AUM Growth
–
Cap. Flow
+$58.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.77%
Holding
42
New
42
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$8.14M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$5.74M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.74M |
| 4 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
$3.86M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$3.74M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.83% |
| 2 | Consumer Staples | 2.71% |
| 3 | Healthcare | 1.82% |
| 4 | Industrials | 1.78% |
| 5 | Consumer Discretionary | 1.48% |
